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First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund

87 hedge funds and large institutions have $155M invested in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund in 2021 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

12% more capital invested

Capital invested by funds: $138M → $155M (+$16.9M)

2.02% more ownership

Funds ownership: 29.45%31.46% (+2%)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding

Funds holding: 8787 (0)

Holders
87
Holders Change
Holders Change %
0%
% of All Funds
1.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
31
Closed
7
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
51
Mutual Advisors
Nebraska
$264K -$2.29K -136 -0.9%
GVAG
52
Great Valley Advisor Group
Delaware
$254K -$25.2K -1,498 -9%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$236K
ERWM
54
Elk River Wealth Management
Colorado
$226K
Truist Financial
55
Truist Financial
North Carolina
$214K -$172K -10,225 -45%
UR
56
USCA RIA
Texas
$210K
APA
57
American Portfolios Advisors
New York
$207K +$9.61K +572 +5%
KIG
58
Kowal Investment Group
Wisconsin
$198K -$193K -11,472 -50%
AIP
59
Ahrens Investment Partners
Louisiana
$195K -$2.52K -150 -1%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$187K -$3.8K -226 -2%
OPA
61
Old Port Advisors
Maine
$185K
CI
62
CX Institutional
Indiana
$183K +$4.1K +244 +2%
Citigroup
63
Citigroup
New York
$182K -$4.1K -244 -2%
SCA
64
Snowden Capital Advisors
New York
$172K -$29.3K -1,746 -15%
ACA
65
Aptus Capital Advisors
Alabama
$163K +$75.6K +4,500 +88%
NFG
66
Next Financial Group
Texas
$156K +$50.8K +3,024 +49%
CBT
67
CoreFirst Bank & Trust
Kansas
$97K
JP Morgan Chase
68
JP Morgan Chase
New York
$90K
SPIA
69
Steward Partners Investment Advisory
New York
$59K +$10.7K +637 +22%
TRCT
70
Tower Research Capital (TRC)
New York
$41K -$16.6K -988 -29%
FFA
71
Founders Financial Alliance
North Carolina
$37K -$672 -40 -2%
NFSG
72
Newbridge Financial Services Group
Florida
$34K
BAM
73
Bellevue Asset Management
Washington
$34K +$101 +6 +0.3%
US Bancorp
74
US Bancorp
Minnesota
$31K
JPLA
75
Joseph P. Lucia & Associates
New York
$29K -$8.4K -500 -22%

MDIV Hedge Fund Activity: Q2 2021 in Review

87 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) for Q2 2021, worth a combined $155M — up 12% from $138M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new MDIV positions and 7 closed out — a net gain of 1 holder — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4.04M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $910K sold.

  • 87 institutional investors held First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund (MDIV) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $155M of First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund stock for Q2 2021, up 12% quarter-over-quarter.
  • 8 funds opened new First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund positions in Q2 2021 and 7 closed out, a net change of +1 holder.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund buyer in Q2 2021 was Wells Fargo, an estimated $4.04M added.
  • The largest First Trust Exchange-Traded Fund VI Multi-Asset Diversified Income Index Fund seller in Q2 2021 was Susquehanna International Group, an estimated $910K sold.

Based on aggregated 13F filings for Q2 2021.